Linked accounts is a feature that allows the consolidation of payments for services from multiple sub-accounts into a designated main account.
This feature is particularly useful when a single individual pays for an entire family or when a company manages billing for multiple accounts.
Both individual and business profiles can be linked under this system.
Sub-accounts can be configured as either Aggregated or Independent, depending on the selected billing mode.
Only an administrator can link accounts.
You can designate an account as either a main or a sub-account. To do this, follow these steps:
Go to the account you want to designate as either a main or a sub-account.
Open the Actions menu.
To link the account:
Select Link main account
if you want to connect it to a main account.
Select Link sub-account
if you want to connect a sub-account to it.
In the new window, select the Billing mode (Aggregated or Independent) and the account for linking. Then click Link
.
You cannot link accounts that are assigned to different partners.
Linking main account:
Linking sub-account:
Sub-accounts must have a zero balance (no debit/credit or future items) to be linked to a main account with aggregated billing mode.
Billing modes for sub-accounts:
Aggregated – all payments and billing are consolidated under the main account. The sub-account adopts the billing date of the main account. To link a sub-account, it must have a zero balance (i.e., no debit, credit, or future-dated items).
Independent – the sub-account and main account each maintain separate billing.
The added sub-accounts will then appear in the Sub-accounts
tab of the main account's profile, with their billing modes and other details indicated:
After that, the main account will receive the corresponding label indicating the number of its sub-accounts:
The sub-account will also receive a label, along with a link to the main account:
You cannot change the billing type of a sub-account once it has been linked to the main account:
You can also link new sub-accounts using the Link
button under the Sub-accounts tab:
Once sub-accounts are added, you can perform the following actions based on their billing modes:
- Edit sub-account.
You can change the billing mode for the sub-account here:
To edit sub-accounts, the main account must be active and have a positive balance.
- Unlink sub-account. Click this icon to unlink the sub-account.
- Generate statement. This feature is used to produce a financial summary of a sub-account’s/main account's activity within a specified date range.
First, adjust the filters by selecting the sub-account or main account, date range, and transaction type (only available for main accounts).
Then, click View
.
Once the data appears in the table below, you can choose one of the following actions: save the statement to Documents, download it as a PDF, or send it to the sub-account or main account.
If the statement is saved to documents, it will appear in the main account’s Documents list:
If you choose to send the statement to Sub/Main, the following window will appear, prompting you to enter the necessary details to email the document as PDF:
To unlink a sub-account from its main account, go to the sub-account's profile. In the Actions menu, click Unlink main account
:
If the main account is blocked or has a negative balance, you cannot unlink an aggregated sub-account. To proceed, the main account must be active and have a positive balance.
To allow the main account to fully manage its linked aggregated sub-accounts, go to the Sub-accounts tab in the main account's profile and enable the Sub-account management
toggle.
After this, the main account will have access to sub-account details, service management, order placement, documentation, and ticket handling.
To enable the same functionality for independent sub-accounts, activate the option in the Portal config:
When adding a finance documents (invoices, transactions, future items, credit notes, etc.) for the main account, a new Account
menu will appear, allowing you to specify the designated account for the transaction. This can include aggregated sub-accounts as well.
Transactions:
Future items:
When viewing a finance document, you will also be able to see which account it was issued for:
When you change the main account status to Blocked
or Inactive
, all linked sub-accounts in aggregated mode will inherit the same status.
If the sub-accounts were manually set to Blocked or Inactive along with the main account, reactivating the main account will not change their statuses; they will remain Blocked or Inactive, respectively.
Blocked sub-accounts and main accounts can be linked, but Inactive ones cannot.
Before removing the main account, you must disconnect all associated relation, including any linked sub-accounts:
When searching for customers or creating mass messages in Messages, you can search by main account:
To enable this field, go to My Profile
and, under the Customer search fields tab, enable the Main account
toggle:
By default, only the Super administrator has permissions enabled to manage sub-accounts. However, you can enable these permissions for other administrators if necessary:
For more information, please read Default roles and permissions
To enable blocking notifications for sub-accounts, go to Config → Finance → Notifications
, where you can also select templates for SMS and email.
For more information, please read Notifications (Recurring).